Larson Financial Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Larson Financial Group’s Portfolio PSK Stock Details PSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17	Closed	-$576	–	3183
2024 Q4	$576	Sell	17 -851	-98%	-$29.4K	﹤0.01%	2166
2024 Q3	$31K	Buy	+868	New	+$30K	﹤0.01%	1057
2020 Q3	–	Sell	-243	Closed	-$10K	–	819
2020 Q2	$10K	Buy	+243	New	+$10.1K	﹤0.01%	402

Other funds holding PSK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Larson Financial Group's PSK Position: Q1 2025 in Review

Larson Financial Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2025, closing a stake of 17 shares — an estimated $576 sold.

Larson Financial Group first reported a position in PSK in Q2 2020 and held it in 3 quarters. The position peaked at $31K in Q3 2024. 171 funds tracked by Wall St. Rank hold PSK as of Q1 2025.

Larson Financial Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2025 after selling out during the quarter.
Larson Financial Group sold 17 State Street SPDR ICE Preferred Securities ETF shares in Q1 2025, an estimated $576.
Larson Financial Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2020 and held it in 3 quarters.
Larson Financial Group's State Street SPDR ICE Preferred Securities ETF position peaked at $31K in Q3 2024.
171 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.